Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,006
Closed -$113K 576
2024
Q1
$113K Buy
14,006
+2,903
+26% +$23.4K 0.03% 569
2023
Q4
$61K Buy
+11,103
New +$61K 0.02% 619